IBM
IBM
2,338 hedge funds and large institutions have $65.2B invested in IBM in 2022 Q1 according to their latest regulatory filings, with 154 funds opening new positions, 1,070 increasing their positions, 803 reducing their positions, and 141 closing their positions.
48% more call options, than puts
Call options by funds: $2.89B | Put options by funds: $1.95B
33% more repeat investments, than reductions
Existing positions increased: 1,070 | Existing positions reduced: 803
11% more funds holding in top 10
Funds holding in top 10: 28 → 31 (+3)
9% more first-time investments, than exits
New positions opened: 154 | Existing positions closed: 141
0.08% more ownership
Funds ownership: 56.05% → 56.13% (+0.08%)
1% less funds holding
Funds holding: 2,351 → 2,338 (-13)
3% less capital invested
Capital invested by funds: $67B → $65.2B (-$1.88B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWA
Aaron Wealth Advisors
Chicago,
Illinois
|
+$435M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$189M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$152M |
| 4 |
BlackRock
New York
|
+$149M |
| 5 |
Charles Schwab
San Francisco,
California
|
+$144M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barclays
London,
United Kingdom
|
-$148M |
| 2 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
-$133M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$122M |
| 4 |
Morgan Stanley
New York
|
-$115M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$112M |
IBM Hedge Fund Activity: Q1 2022 in Review
2,338 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in IBM (IBM) for Q1 2022, worth a combined $65.2B — down 2.8% from $67B a quarter earlier.
Buyers outnumbered sellers: 154 funds opened new IBM positions and 141 closed out — a net gain of 13 holders — while 1,070 added to existing stakes and 803 trimmed.
The largest buyer was Aaron Wealth Advisors, adding an estimated $435M. The largest seller was Barclays, cutting an estimated $148M.
- 2,338 institutional investors held IBM (IBM) as of Q1 2022, down from 2,351 in Q4 2021.
- Funds reported $65.2B of IBM stock for Q1 2022, down 2.8% quarter-over-quarter.
- 154 funds opened new IBM positions in Q1 2022 and 141 closed out, a net change of +13 holders.
- The largest IBM buyer in Q1 2022 was Aaron Wealth Advisors, an estimated $435M added.
- The largest IBM seller in Q1 2022 was Barclays, an estimated $148M sold.
Based on aggregated 13F filings for Q1 2022.